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SpaceX advances reuse efforts as recovery of two boosters nearly complete
Three launches, two recoveries, two coasts
Just over two weeks ago, SpaceX accomplished its most impressive feat of cadence yet, both launching and recovering two separate Falcon 9s in approximately 49 hours.
Two weeks later and two days after conducting a third launch in 13 days, residents of Los Angeles, California and Cape Canaveral, Florida both coincidentally reported that the two recovered boosters from the previous two launches had both gone horizontal and appeared ready for transport. After docking in Port Canaveral for the second time, Core 1029 was seen entering SpaceX’s LC-39A integration facilities on Friday. The booster on the West coast, 1036, was loaded aboard one of the company’s converted Falcon 9-carrying semi-trucks, likely for transport to SpaceX’s Hawthorne manufacturing facilities, or possibly on a direct route to McGregor, Texas for refurbishment and testing.
https://www.instagram.com/p/BWQSPOgF67i/
This is exciting for several reasons. Foremost, 1036 is a likely candidate for reuse, and SES-10 sets a firm precedent for this. The first commercial reuse of an orbital-class launch vehicle, Falcon 9’s second stage and SES-10 payload launched on a first stage that had flown five months before during the successful launch of Iridium’s first ten NEXT satellites.
Given the potential impact of failure on the adoption of reuse as a commercial standard, SpaceX likely approached the refurbishment of the vehicle with an end-goal balanced between perfection and realism. The orbit of Iridium’s NEXT constellation is the reason the booster was chosen for the first operational reuse: their low Earth polar orbits require Falcon 9’s first stage to undergo a smaller amount of heating and general hypersonic battering when compared with SpaceX’s more common commercial launches of geostationary satellites.
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- The central aluminum grid fin of 1029 features a dramatic lack of several vanes, likely melted off during the intense heat of reentry. Expending older boosters is likely helping SpaceX learn how to preserve Block 5 rockets for multiple high-energy missions. (Reddit, u/thedubya22)
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- SpaceX will move to titanium grid fins in the future, first trialed during 1036’s launch of Iridium-2. (SpaceX)
A sound example of the extremes of Falcon 9’s suborbital reentry heating can be found in the recovery of 1029, which launched BulgariaSat-1 to a supersynchronous transfer orbit. Noted before the launch by Musk over his favored medium, 1029’s recovery was expected to be the most energetic yet, and thus success was less than certain. The results of this additional heating were obvious, and keen observers rapidly noted that the most stressed of 1029’s aluminum grid fins appeared to be considerably deformed from the stage’s energetic return to OCISLY, completed melted through in places. Considering the debut of more robust titanium grid fins aboard the launch of Iridium-2 only two days later, the quasi-destruction of one of 1029’s grid fins was somewhat fitting. 1036’s titanium grid fins looked barely worse for wear after a landing that was also deemed aggressive due to Just Read The Instructions having to avoid bad weather just before the landing.
Two weeks: BulgariaSat-1, Iridium-2, Intelsat 35e. (SpaceX)
Stirring explorations of the limits of recovery aside, both boosters are now ready to be examined and refurbished ahead of one or even two additional launches. SpaceX’s willingness to use the booster recovered from the launch of Thaicom-8 has already established that the company has a certain level of confidence in the reuse of first stages that have suffered high-velocity recoveries. Thus, 1036 is nearly certain to be reused, and 1029 has a strong chance as well.
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- Falcon 9 1029’s lean is decidedly more extreme than the stage that launched Thaicom-8. (SpaceX)
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- The aggressive Atlantic Ocean landing of Thaicom-8’s Falcon 9 first stage. (SpaceX)
The hot recovery of 1029 further marked the first use of a remotely-operated recovery robot aboard OCISLY, and could be seen below the leaning first stage as it entered Port Canaveral. It appears that its first use was a success, and the robot will certainly have a busy future of remotely securing first stages after landing. Remote securing and safing will both improve safety for those directly involved in on-ocean recovery, but it is also intended to expedite the process in order to ensure that OCISLY is prepared to recover Falcon 9 as often as possible. SpaceX’s recent cadence accomplishment of three launches in 13 days drives home the reality that weekly launches are readily achievable for the company, so long as there are pads available and payloads to be launched.
Weekly recoveries for an ASDS like OCISLY would be extremely time-sensitive, given the need for at least several days to simply reach the point of landing in the Pacific, and the addition of rapid robotic alternatives for operations aboard the drone ships could make such a goal more achievable. With SpaceX’s land-based landing facilities in perspective, it is easier to imagine a close future with weekly launches and landings of both Falcon 9 and Falcon Heavy, and possibly the propulsive-landing Dragon 2 spacecraft further down the road.
1036 horizontal and ready for transport. (Instagram/Luka Hargett)
A symbiosis of SpaceX fans and those familiar with the metal and chemistry have also led to fans speculating that the now-standard titanium grid fins may develop a subtle, golden patina of oxygenation after many reuses. Nothing could be more picturesquely symbolic of the successes SpaceX has had in their pursuit of reusable rocketry.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
